For a quick start in report creation, we have provided several templates in docu tools that you can use immediately. These templates cover the most needed elements such as Project details, logos, information about the Creator, Pin details, Media, and much more.

For flexible use, all templates are available both as Word (.docx) and Excel (.xlsx) files. You can use the templates as they are. If you want to make adjustments to the existing templates, you can Download the Template, make the desired changes, and then re-upload the adapted Template.

All our templates include simple placeholders like {{report-title}}, {{project-name}}, {{Author}}, {{today}} as well as detailed information about Pins and tasks. For detailed information about the placeholders, please read the article Placeholders.

Let's take a closer look at the standard templates in docu tools.

Templates in Word Format (.docx)

Construction Diary

Our "Daily Report" Template has been specifically created for recording events on the construction site. This Template gathers key data such as weather conditions and Attendees and even offers the possibility to collect signatures directly in the app. This allows you to efficiently record data and document and understand the progress of work and any problems.

Some important placeholders:

Site manager signature {{signature-site-manager}} and Foreman signature {{signature-Foreman}} - With these, you digitally sign reports directly on your iOS device, saving you the need to print and manually sign the Report.
Weather data {{weather}} - With the daily weather data, you add information to your Report about the effects on construction progress, which can become important in later context.
Attendees {{attendee-company}} and number of Attendees {{attendee-count}} - In the Attendees section, you can list Attendees, e.g., at meetings, "so no one has an excuse later on".
Today's date {{today}} - Automatically inserts today's date, which can easily trace the process flow in the order of reports.

With the Daily Report Template, you document and monitor construction activities with a clear and concise record of the day's events.

Defect Report

Our Defect Report is a classic report for efficient communication and comprehensive recording of defects for Subcontractors and others involved. This Template ensures that all information about a defect is structured and detailed so that the executors can find the defect on site, know what to do, and have all necessary information such as comments and pictures available.

The most important placeholders in this Template are:

{{pin-plan-snippet-large}}
{{picture-table-medium}}
{{all-datasets}}
{{all-pf}}
{{comments}}

Photo Documentation

If you need photo documentation, this special Template focusing on large photos is perfect for you. Please note, however, that due to the higher resolution and accuracy of the images, more storage space is required.

In addition to the most important placeholders for the Project, the Pins, and tasks, we have also included the following placeholders:

Pins sorted by Plan
{{plan-snippet-overview-a4}}
{{picture-table-large}}

Quick Print

This Template allows you to create a clear and concise Report optimized for rapid printing. In this Template, the cover page is omitted, instead, the footer references the Project.

Standard Report

Our Standard Report includes all essential details for Pins and tasks in your documentation process. The Template covers a range of information, such as descriptions, Pin location on the Plan, associated tasks, additional documentation information, comments, and pictures. We use medium-sized pictures that offer a good balance between comprehensive information and optimized space usage.

Important placeholders include:

{{picture-table-medium}}

Standard Report with Overview Plan

This Template combines our Standard Report Template with an additional overview Plan. This gives you a visual representation of all Pins on your overall Plan. Additionally, the Report contains pictures in a small size format for more clarity and visual context.

Important placeholders include:

{{plan-snippet-overview-a4}}
{{picture-table-small}}

Templates in Excel Format (.xlsx)

Excel Export Pins

Our "Excel Export Pins" Template allows you to create a comprehensive Excel export that includes all data associated with a Pin. The export includes basic Pin details such as the Number, the Title, the Category, the Plan, the plan version, the Pin Creator, the creation date, and the assigned tags. By summarizing all this data in an Excel table, you can sort, filter, analyze, and Edit these data according to your own requirements.

Used placeholders:

Pin-related placeholders --> Read more here

Excel Export Tasks

This powerful Template creates an Excel Report that contains extensive information about the tasks. Included are essential Task details such as task and Pin Number, the Title, Plan details, details about task creation and the assignee, due dates, and Status updates.

The highlight of this Report is the chart that provides you with a visual summary of the Task status (closed, open, completed, and rejected). This gives you a quick overview of the Status of all tasks and allows you to make efficient decisions.

With our "Excel Export Tasks" Template, you gain important insights into your task management process. Whether you need to monitor progress, perform trend analyses, or Share information with stakeholders, our Template provides a solid foundation to present data clearly and structured.

Available Report Templates